Managing your Zoho Sign account on iOS
Setting up your Zoho Sign Profile
- Tap the profile picture icon in the bottom-right corner to open the Settings screen.
- Tap the Account tab to set up your profile. You can set your signature, initial, stamp, name, email address, time zone, company, job title, and preferred date format here.
Managing account settings
General
Tap the General tab to manage the general account settings.
1. Account Settings
The Sending Options and Recipient Experience tabs are located under Account Settings, using which you can configure default settings for request validity, recipient reminders, and signing order. This can be edited for each document at the time of sending.
Sending Options - Set deadlines, add reminders, enforce authentication, set OTP delivery modes, add document IDs to documents, and manage who receives the completed document copies and the Certificate of Completion as email attachments.
Recipient Experience - Set actions that you want the signer to perform while signing the document, such as, Assign to Someone Else, Skip Signing, Download Document, and Email Document. Using the Signer Attachments option, you can manage who can view the attachments uploaded by the signer while signing.
2. Application Preferences
Under the Application Preferences option, you can find the 'scroll automatically to the next field' and 'show signer hints' options, which when enabled displays indicators next to signer fields that need to be filled to prevent unnecessary scrolling in the document. By enabling the enable signing documents offline option, you can allow the signer to sign the document offline without an internet connection.
Siri Shortcuts
You can configure Siri shortcuts for the following actions by tapping on the Add to Siri button next to them:
- Show documents to sign - Shows documents to sign
- Status summary - Shows Zoho Sign status summary
- Pending documents - Shows pending documents
- Documents in progress - Shows documents in progress
- Expiring documents - Shows expiring documents
- Completed documents - Shows completed documents
Security and Privacy
You can configure the following security and privacy settings by tapping the Security and Privacy tab in the Settings screen.
- Turn passcode on - Set a passcode that can be used to unlock the Zoho Sign app.
- Allow Face ID to unlock - You can unlock the Zoho Sign app using your Face ID that you have already set up on your iOS device.
- Spotlight search - Find documents in spotlight search.
- Cache - Clears cached data from your device.
Signing Out
The Sign Out option is available in the Settings screen, which you can use to sign out of your Zoho Sign account on your device.
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